Salesforce CPQ Guided Selling
Written ByApex Hours
Many successful Sales Reps don’t just sell products, but they guide their customers in selecting the right products to buy. Guided selling in Salesforce CPQ enables this. With guided selling, users can quickly and easily sort through a large product catalog to find what exactly they are looking for
In this session, we would take a look at the benefits of guided selling and how we configure it, with a Use Case.
Recording
Here is agenda of session
- What is Guided Selling
- Use Case
- How to Configure
| Date : JAN 8, 2021 9:00 AM EST (7:30 PM IST ) Where : https://youtu.be/cr_eRC30Bv4 Speaker : Sudha Sundaram |
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Further Learning
- Link to Salesforce Help Article
- Trailhead module
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Hi @Apex Hours,
Attended the session today on 8th Jan 2021 on Salesforce CPQ – Guided Selling. The concepts explained was informative and it would help in the learning path.
Session 3# Guided Selling Completed.
This is good for sales rep person for quick find products, but I have one question that does sales rep person need to give all answers compulsory what are configured ?
Completed Guided Selling.Thanks for explaining with real usecases.
Salesforce CPQ Guided Selling in Simple and easy steps
Completed Session 5 Guided selling. Easy to understand with the real use case. Thank you Team
Session with an use case is always wonderful. Thanks Apex Hours team and Sudha for a very good presentation on Guided Selling. Thanks for all your efforts. Great learning.
DAY5: Guided Selling is completed.
Thanks
Session 5:Guided selling is interesting
I hope you enjoyed the session
Hi,
Thanks for the video. I am confused in Process Input conditions .
In my Client Org, To set up a guided selling process, I have Set 4 Process Inputs like Product Family, Level 1, Level 2,Level 3.
Process is like when user click on add products,1 question pops up as ‘what product family are you looking for?’
In answer There are 2 picklist options.. ware and Dish..
Based on that answer whether its Ware or Dish ,I need to populate 2nd question, Select Level 1 category (picklist)
3rd question, select level 2 (picklist)
4th question, select level 3 (picklist)
I am confused that where do i need to set up Process Input condition and on what Process input?
Your help is much appreciated.
This series is very helpful but this session particularly lacks some explaination. Many things were not clear. It would have helped if all the objects and fields were created in the session instead of only explaining the already created records.